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Clearwater Advisors, LLC
Clearwater Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 116865, SEC file 801-60686), with its main...
Overview
Clearwater Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 116865, SEC file 801-60686), with its main office in Boise, Idaho. Its Form ADV filed on 7 May 2026 reports $4.7B in regulatory assets under management across 84 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$4.7B regulatory AUM (Form ADV, May 2026)
Location
Region
North America
Country
United States
City
Boise
Corporate office
Boise, ID, United States
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